AI startup Perplexity made a formal offer to acquire Google’s Chrome browser for $34.5 billion, an audacious bid to get ahead ...

Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style ...

Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite ...

Experts flag potential risks for seniors as headline readings for July obscure higher jumps in key price categories.

Not too long ago, wealth managers would spend much of their summers entertaining clients outside the office. COVID and Zoom ...

Touchstone Investments president Ben Alge outlines the three metrics the ETF seller prioritizes before AUM when directing its ...

Emerson Equity and its advisor, Tony Barouti, were likely the largest sellers of defunct GWG L bonds.

A federal judge denied CEO’ and managing principal James Lukezic's urgent bid to halt FINRA discipline over $1.1 million in ...

The President's comments on social media came after analysts sounded notes of caution on the impact on consumer prices.

A federal court’s decision puts fractional life insurance policies under SEC scrutiny, forcing wealth advisors to revisit ...

EP Wealth Advisors onboards a former Kestra leader as new chief product and tech officer, while IAA welcomes and LPL alum to ...

According to the BLS, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.2% on a seasonally adjusted basis in ...